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Onboarding and Offboarding Users Print

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Joiners and leavers.

WHAT ONBOARDING REQUIRES

Notice, in advance A defined standard for the role Accounts created, with appropriate access A device prepared and recorded Access recorded, system by system A briefing on how to get help

WHY ADVANCE NOTICE MATTERS

Because equipment and accounts cannot be produced on the morning.

WHAT TO PROVIDE ON THE FIRST DAY

Working access to what they need immediately.

WHY

A first day spent unable to work is a poor start and generates support contacts.

WHAT OFFBOARDING REQUIRES

Notice, ideally before the departure Every access disabled, the same day Shared credentials they knew, changed Equipment recovered and recorded Files transferred to an owner Mail handled per policy

WHAT PEOPLE FORGET

Access to third-party services Remote access Shared accounts Physical access

WHAT TO WORK FROM

The record made when they joined.

WHY

Without it, removal is guesswork.

WHAT TO VERIFY

That removal actually took effect.


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